Anic Equity¶
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Total return since start: 0.6 %¶
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Equity now: -----------------------------> 48869.69 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42186.09 Kr¶
PnL: ---------------------------------------> -247.19 Kr¶
DD now: ---------------------------------> -8.002 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 14:16:57.036700'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.350000 | 1660.860000 | 193.320000 | 13.170000 | 1467.540000 |
| Hoist Finance | 35 | 1.790000 | 995.750000 | 17.500000 | 1.790000 | 978.250000 |
| Catena | 2 | 1.770000 | 803.600000 | 14.000000 | 1.770000 | 789.600000 |
| BioGaia B | 8 | 1.380000 | 940.800000 | 12.800000 | 1.380000 | 928.000000 |
| Orrön Energy | 180 | 0.440000 | 2049.300000 | 11.700000 | 0.570000 | 2037.600000 |
| HEXPOL B | 9 | 0.000000 | 1028.700000 | 10.800000 | 1.060000 | 1017.900000 |
| JM | 6 | 1.180000 | 872.400000 | 10.200000 | 1.180000 | 862.200000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| Atrium Ljungberg B | 5 | 0.860000 | 941.000000 | 8.000000 | 0.860000 | 933.000000 |
| Platzer Fastigheter Holding B | 12 | 0.750000 | 966.000000 | 7.200000 | 0.750000 | 958.800000 |
| Sagax B | 4 | 0.850000 | 859.200000 | 7.200000 | 0.850000 | 852.000000 |
| Bilia A | 8 | 0.180000 | 900.800000 | 3.200000 | 0.360000 | 897.600000 |
| ASSA ABLOY B | 3 | 0.310000 | 779.400000 | 2.400000 | 0.310000 | 777.000000 |
| Hexatronic Group | 12 | 0.150000 | 966.000000 | 1.440000 | 0.150000 | 964.560000 |
| AcadeMedia | 8 | -0.400000 | 401.200000 | 0.000000 | 0.000000 | 401.200000 |
| Clas Ohlson B | 12 | 0.000000 | 970.800000 | 0.000000 | 0.000000 | 970.800000 |
| Biotage | 7 | -0.220000 | 937.300000 | -2.100000 | -0.220000 | 939.400000 |
| SKF B | 5 | -0.560000 | 932.750000 | -5.250000 | -0.560000 | 938.000000 |
| Creaspac SPAC | 39 | -0.320000 | 3701.100000 | -7.800000 | -0.210000 | 3708.900000 |
| Byggmax Group | 33 | -0.830000 | 946.440000 | -7.920000 | -0.830000 | 954.360000 |
| Gränges | 9 | -0.870000 | 918.000000 | -8.100000 | -0.870000 | 926.100000 |
| EQT | 4 | -1.400000 | 818.000000 | -11.600000 | -1.400000 | 829.600000 |
| OX2 | 13 | -1.230000 | 936.000000 | -11.700000 | -1.230000 | 947.700000 |
| Nordic Waterproofing Holding | 7 | -2.030000 | 945.000000 | -19.600000 | -2.030000 | 964.600000 |
| Addnode Group B | 11 | -2.160000 | 898.700000 | -19.800000 | -2.160000 | 918.500000 |
| Alimak Group | 11 | -2.140000 | 906.400000 | -19.800000 | -2.140000 | 926.200000 |
| VEF | 909 | -2.160000 | 1812.550000 | -32.720000 | -1.770000 | 1845.270000 |
| Latour B | 4 | -4.120000 | 820.000000 | -35.200000 | -4.120000 | 855.200000 |
| Indutrade | 5 | -3.460000 | 1172.500000 | -42.000000 | -3.460000 | 1214.500000 |
| Vitec Software Group B | 2 | -3.970000 | 1041.000000 | -43.000000 | -3.970000 | 1084.000000 |
| Bufab | 3 | -4.280000 | 1059.000000 | -47.400000 | -4.280000 | 1106.400000 |
| Hexagon B | 26 | -1.620000 | 3395.600000 | -55.900000 | -1.620000 | 3451.500000 |
| INVISIO | 16 | -2.170000 | 3600.000000 | -80.000000 | -2.170000 | 3680.000000 |
| BHG Group | 97 | -6.860000 | 1356.060000 | -98.940000 | -6.800000 | 1455.000000 |
| TOTAL | 42192.210000 | -241.070000 | -7.99042% | 42433.280000 |
Updated:¶
'2023-07-03 14:16:41.413788'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
